Infrastructure construction mutation of artificial intelligence is the fate of refuge

The most important technology companies working on the development of artificial intelligence programs have spent hundreds of billion dollars to set up databases, which are no longer the benefit of manufacturers, building companies, building materials and energy companies that handle the construction of these centers. Companies such as “Caterpillar”, “Ge Vernova”, “Siemens” and “Technolos”, and “Amphenol” on most of this capitalist spending have received a widespread welcome from investors. So far, this investment boom still has a space for growth. According to the expectations of “Morgan Stanley”, Artificial Intelligence in the Work Environment and Society will consider the spread of electricity and the internet, amid expectations that capitalist spending will reach the infrastructure of artificial intelligence to 3 trillion dollions by 2028. Companies such as “Microsoft”, “Alphabet”, “Meta” and “Amazon”, along with startups such as emerging companies such as Anthropic and Xai of Elon Musk, which also kneels. However, this digital gold fever will not last forever. Infrastructure businesses earn the profits how long this mutation continues will be decisive in determining the appropriate time to go out of the most linked shares in the creation of data centers, such as Vertiv Holdings and Amphenol. The two companies are more than its shares thanks to this boom and can achieve more profits. Regarding the production of giants such as “Caterpillar” and “Siemens”, artificial intelligence investments are strong, favorable winds, but at some point in the future they can become in opposite winds. Currently, the construction of the artificial intelligence infrastructure remains in the early stages, and it is still unclear when the returns from these investments will begin to appear. Will those who build artificial intelligence models, exaggerate the infrastructure and then make a painful correction? Or will the question of artificial intelligence become sustainable with a constant upward curve? Private capital companies also joined the race and in search of hidden opportunities that record extraordinary sales growth. What is the Apollo Global Management Agreement to buy a majority stake in ‘Stream Data Centers’, which is active in building, rent and operational databases, except for the point of flooding of investment opportunities. Also read: Trump price $ 92 billion to artificial intelligence and energy. Blackstone expected the question when the QTS Realty Trust acquired about $ 10 billion in 2021. Brokfield Asset also announced. Management) on a strategy in which its investment focuses on the structure of artificial intelligence in a message to investors Wednesday. Many other businesses will surely benefit from this important economic event. “Amphenol”, specialized cable manufacturer and light connections for data centers, one of the active strategists in the search for opportunities. Earlier this week, the company agreed to purchase the communications and cable solution unit of “Commscope Holding” for $ 10.5 billion. About 40% of the income of this unit from its activity in the field of connection of data centers. Investors have welcomed the agreement, and the company’s share has risen 5% since the announcement on Monday to be added to the increase its shares have scored 150% over the past two years, increasing the market value of “amphinol” to more than $ 130 billion. Vertiv Holdings, another provider of data centers that offer a wide range of products ranging from electrical control systems and cooling solutions. The shares of the company have recorded about four times over the past two years, powered by a strong demand for data centers. This significant stock prices increase in the first half of this year is kept with an increase in operating profit by 36%, adding up to 60% growth in the first half of 2024. Electricity companies also benefit other companies, such as “Ge Vernova” and “Cummins”, which benefit from the significant increase in energy demand due to the accelerated spread of data centers. In this context, natural gas stations will be built quickly to meet the needs of data centers, while large technology companies direct their attention to nuclear energy as a long -term solution. “Catpeberler”, known for its heavy equipment, and “kamins”, which specializes in diesel engines, offers large electric generators used to generate backup electricity for data centers and also basic electrical supplies. And “Catpeberler” has announced that sales of electricity generation increased by 19% in the second quarter of the year, thanks to the increasing demand of data centers. Manufacturers of air conditioners, such as Trene and SPX Technologies, have benefited from this direction. The SBX, which scored a 40% increase in its share price this year, has introduced a dedicated cooling product for data centers that enable customers to choose whether they prefer to save water or energy. Jin Lu, CEO of SSP, explained X “in a call to discuss profits that there is not a single winner in the market, because the most important technology companies” usually do not rely on one source. “Also, building businesses with experience in building databases, such as” sterling infrastructure “, also reap profits. Setting has agreed to expand a Texas -based construction company to expand in areas of customers to build data centers to install the home undergrading.